Signals

← Signals

☆CBZ

396 in-universe funds with a nonzero position in CBZ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#329
Score / z0.682 / 0.81
Consensus119.92 over 184 funds
Momentum-0.68 ≠
Price veto⚠ -59% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-59%
Short interest-4% / 3.5d

Forensics

Accruals as of 2026Q2
Accrual ratio0.039
F-score—
M-score—
Net issuance—
See the full series →

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Lakhia Brad S. F $317,390

8-K events

Negative / total0 / 3
FiledFormItems
2026-07-29 8-K 2.02, 9.01
2026-07-29 8-K 8.01
2026-07-29 8-K 1.01, 5.02, 7.01, 9.01
2026-05-15 8-K 5.07
2026-04-29 8-K 2.02, 9.01
2026-02-25 8-K 2.02, 9.01
2026-02-17 8-K 8.01
2026-01-14 8-K 5.02
2025-11-17 8-K 5.03, 8.01, 9.01
2025-10-29 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FMR LLC CIK 0000315066 0.989 5571 258.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 159.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 110.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆22C Capital LLC CIK 0002075659 0.862 1 102.7 100.0% 2 +0.0 pp +100.0 pp +100.0 pp +100.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 72.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 72.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 47.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 40.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 39.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆P2 Capital Partners, LLC CIK 0001406313 0.772 12 36.5 14.9% 5 +0.3 pp -8.1 pp -3.8 pp -11.3 pp
☆BloombergSen Inc. CIK 0001484047 0.847 28 34.3 3.8% 5 +0.8 pp -1.6 pp -1.1 pp -2.9 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 31.8 0.3% 5 +0.0 pp -0.1 pp +0.2 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 25.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 23.6 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 22.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 21.9 0.5% 5 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 21.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DG Capital Management, LLC CIK 0001512716 0.198 20 21.2 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 17.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 16.5 0.8% 5 +0.1 pp -0.3 pp -0.3 pp -0.6 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 14.5 0.6% 5 +0.3 pp +0.2 pp +0.2 pp +0.5 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 13.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 11.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 11.0 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 10.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 10.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 9.4 0.2% 5 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 8.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GatePass Capital, LLC CIK 0002087399 0.107 188 8.3 3.2% 2 +1.9 pp +3.2 pp +3.2 pp +3.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 7.3 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 7.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 7.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 6.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engine Capital Management, LP CIK 0001665590 0.596 29 6.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Creative Planning CIK 0001540235 0.979 4196 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 6.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clearline Capital LP CIK 0001600136 0.146 101 5.6 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 5.4 0.2% 2 +0.0 pp +0.2 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 5.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cygnus Capital Advisors, LLC CIK 0002114319 0.011 74 5.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 5.1 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summit Creek Advisors LLC CIK 0001333709 0.134 64 4.0 1.3% 5 +0.1 pp -0.7 pp -0.8 pp -1.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.7 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 2.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 2.4 1.1% 5 +0.4 pp -0.0 pp -0.1 pp -0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bridge City Capital, LLC CIK 0001713521 0.134 114 2.0 0.5% 5 -0.0 pp -0.9 pp -1.0 pp -1.2 pp
☆CHATHAM CAPITAL GROUP, INC. CIK 0001108969 0.378 200 1.9 0.2% 5 +0.1 pp -0.1 pp -0.1 pp -0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 1.8 0.3% 5 +0.0 pp -0.2 pp -0.2 pp -0.5 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 1.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.2 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Roundview Capital LLC CIK 0001476804 0.530 349 1.1 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.7 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.6 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 0.5 0.2% 4 +0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.5 0.4% 5 +0.1 pp -0.4 pp -0.0 pp +0.1 pp
☆Chicago Wealth Management, Inc. CIK 0001592178 0.085 63 0.4 0.2% 5 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 0.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 0.3 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.3 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kensington Investment Counsel, LLC CIK 0001845536 0.237 85 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp -0.6 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Millington Financial Advisors, LLC CIK 0001924615 0.364 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 0.0 0.0% 0 +0.0 pp -1.8 pp -1.8 pp -2.1 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cross Staff Investments Inc CIK 0001900406 0.105 133 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Ifrah Financial Services, Inc. CIK 0001382646 0.331 214 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunriver Management LLC CIK 0001663900 0.082 21 0.0 0.0% 0 -4.4 pp -5.2 pp -3.4 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.382 69 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HMS Capital Management, LLC CIK 0001689470 0.314 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 +0.0 pp -2.3 pp -6.0 pp -6.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHICAGO TRUST Co NA CIK 0001601539 0.345 382 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEUMEIER POMA INVESTMENT COUNSEL LLC CIK 0001044936 0.451 42 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -2.9 pp
☆Durable Capital Partners LP CIK 0001798849 0.765 36 0.0 0.0% 0 +0.0 pp -0.8 pp -1.5 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Yarbrough Capital, LLC CIK 0001767686 0.931 88 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EQUITABLE TRUST CO CIK 0000033250 0.557 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just CBZ). Qtrs Held counts distinct quarters this fund has actually held CBZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CBZ position size. Δ columns are the percentage-point change in CBZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status